+1,022.8%
NBIS vs DHR
-25.9%
+1,048.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -0.8% | -3.6% | +2.8% | -0.6% |
| 30D | -13.4% | -2.7% | -10.6% | -13.1% |
| 3M | +1.0% | +10.9% | -9.9% | -3.2% |
| 6M | +100.5% | +3.0% | +97.5% | +97.3% |
| YTD | +168.3% | -12.2% | +180.5% | +178.1% |
| 1Y | +151.8% | +3.3% | +148.5% | +144.7% |
| All | +1,022.8% | -25.9% | +1,048.6% | +900.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling